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Financial Planning Courses

Financial planning courses can help you learn budgeting techniques, investment strategies, retirement planning, and risk management. You can build skills in analyzing financial statements, creating cash flow projections, and assessing insurance needs. Many courses introduce tools like financial calculators, portfolio management software, and budgeting apps, that support implementing your planning strategies effectively.


Popular Financial Planning Courses and Certifications


  • Status: Free Trial
    Free Trial
    D

    Duke University

    Financial Management for Churches

    Skills you'll gain: Financial Reporting, Accounting, Budgeting, Financial Statements, Financial Analysis, Financial Management, Financial Planning, Asset Management, Tax, Investment Management, Tax Compliance, Ethical Standards And Conduct, Fundraising

    Beginner · Course · 1 - 4 Weeks

  • Status: Preview
    Preview
    C

    Coursera

    Disaster Recovery Planning for Organizations

    Skills you'll gain: Disaster Recovery, Business Continuity Planning, Contingency Planning, Business Risk Management, Data Loss Prevention, Risk Analysis, General Data Protection Regulation (GDPR), Personally Identifiable Information, Standard Operating Procedure, Incident Response, Threat Management, Compliance Management, Program Development, Continuous Improvement Process

    4.8
    Rating, 4.8 out of 5 stars
    ·
    13 reviews

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Strategic Planning for Social Media

    Skills you'll gain: Social Media Strategy, Social Media Content, Media Planning, Social Media Marketing, Strategic Communication, Paid media, Content Strategy, Digital Media Strategy, Earned Media, Owned Media, Content Performance Analysis, Content Creation, Shared Media, Customer Relationship Building, Customer Engagement, Target Audience, Brand Management, Aesthetics

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Cybersecurity Planning, Management, and Compliance

    Skills you'll gain: Cloud Security, Record Keeping, Cyber Security Policies, Security Management, Data Management, Records Management, Cloud Computing Architecture, Data Security, General Data Protection Regulation (GDPR), Cloud Computing, Data Governance, Personally Identifiable Information, Information Privacy, Threat Detection, Microsoft Azure, Cloud Platforms, Security Controls, Threat Management

    4.9
    Rating, 4.9 out of 5 stars
    ·
    10 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    DMAIC: Optimize Financial Processes Fast

    Skills you'll gain: Process Improvement, Lean Six Sigma, Six Sigma Methodology, Root Cause Analysis, Process Analysis, Process Mapping, Business Process Improvement, Quality Improvement, Process Optimization, Financial Controls, Data-Driven Decision-Making, Continuous Improvement Process, Business Workflow Analysis, Process Flow Diagrams, Finance

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    S

    SkillUp

    Project Management Foundations, Initiation, and Planning

    Skills you'll gain: Earned Value Management, Team Motivation, Project Management Institute (PMI) Methodology, Project Planning, Stakeholder Management, Team Leadership, Project Management, Project Management Life Cycle, Project Scoping, Project Documentation, Project Schedules, Meeting Facilitation, Agile Project Management, Stakeholder Analysis, Quality Management, Work Breakdown Structure, Risk Management, Cost Management, Decision Making

    4.7
    Rating, 4.7 out of 5 stars
    ·
    561 reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Assess Financial Deals & Manage Risk

    Skills you'll gain: Financial Modeling, Risk Management, Corporate Finance, Risk Analysis, Capital Budgeting, Financial Analysis, Financial Forecasting, Investment Management, Return On Investment, Due Diligence, Cash Flows, Communication, Presentations

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    L

    L&T EduTech

    Project Planning and Execution Management

    Skills you'll gain: Project Schedules, Earned Value Management, Risk Analysis, Cost Estimation, Scheduling, Cost Management, Project Management, Project Planning, Project Estimation, Resource Allocation, Resource Management, Timelines, Risk Management, Budgeting, Performance Measurement, Dependency Analysis, Network Model

    4.8
    Rating, 4.8 out of 5 stars
    ·
    11 reviews

    Advanced · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    I

    Interactive Brokers

    ESG-focused Financial Products

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Financial Services, Investments, Portfolio Management, Financial Market, Capital Markets, Sustainable Business, Financial Analysis, Environmental Issue, Sustainability Reporting, Corporate Sustainability, Applied Machine Learning, Compliance Training, Market Dynamics

    4.9
    Rating, 4.9 out of 5 stars
    ·
    15 reviews

    Beginner · Course · 1 - 3 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    E

    EDUCBA

    Advanced Financial Accounting & Specialized Transactions

    Skills you'll gain: Partnership Accounting, Liquidation, Financial Reporting, Securities (Finance), Technical Accounting, Legal Risk, Risk Analysis, Portfolio Risk, Accounting, Generally Accepted Accounting Principles (GAAP), Compliance Reporting, Investments, Capital Expenditure, Reconciliation, Balance Sheet, Case Studies, Financial Accounting, Finance, Financial Statements, Corporate Finance

    Beginner · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Transform Financial Data: Recall & Import

    Skills you'll gain: Data Literacy, Data Analysis, JSON, Data Transformation, Financial Data, Power BI, Data Wrangling, Data Import/Export, Automation, Business Reporting, Data Cleansing, Extract, Transform, Load, Financial Reporting, Data Structures, Data Pipelines, Data Governance, Data Integrity

    Intermediate · Course · 1 - 4 Weeks

  • A

    Alfaisal University | KLD

    الأسواق المالية | Financial Markets

    Skills you'll gain: Financial Market, Derivatives, Investments, Capital Markets, International Finance, Financial Trading, Securities Trading, Market Liquidity, Finance, Investment Management, Financial Services, Futures Exchange, Risk Analysis, Return On Investment, Equities, Portfolio Management

    4.6
    Rating, 4.6 out of 5 stars
    ·
    14 reviews

    Beginner · Course · 1 - 4 Weeks

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In summary, here are 10 of our most popular financial planning courses

  • Financial Management for Churches: Duke University
  • Disaster Recovery Planning for Organizations: Coursera
  • Strategic Planning for Social Media: University of Colorado Boulder
  • Cybersecurity Planning, Management, and Compliance: Microsoft
  • DMAIC: Optimize Financial Processes Fast: Coursera
  • Project Management Foundations, Initiation, and Planning: SkillUp
  • Assess Financial Deals & Manage Risk: Coursera
  • Project Planning and Execution Management: L&T EduTech
  • ESG-focused Financial Products: Interactive Brokers
  • Advanced Financial Accounting & Specialized Transactions: EDUCBA

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